SFMG Wealth Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $542K | Buy |
5,831
+102
| +2% | +$9.07K | 0.04% | 179 |
|
|
2025
Q4 | $460K | Sell |
5,729
-36
| -0.6% | -$2.98K | 0.03% | 196 |
|
|
2025
Q3 | $435K | Buy |
5,765
+277
| +5% | +$20.2K | 0.03% | 189 |
|
|
2025
Q2 | $381K | Buy |
5,488
+126
| +2% | +$8.75K | 0.03% | 184 |
|
|
2025
Q1 | $380K | Buy |
+5,362
| New | +$378K | 0.03% | 172 |
|
|
2024
Q4 | – | Sell |
-2,711
| Closed | -$229K | – | 284 |
|
|
2024
Q3 | $229K | Sell |
2,711
-278
| -9% | -$21.7K | 0.02% | 228 |
|
|
2024
Q2 | $212K | Buy |
+2,989
| New | +$212K | 0.02% | 238 |
|
|
2023
Q2 | – | Sell |
-5,528
| Closed | -$426K | – | 266 |
|
|
2023
Q1 | $426K | Buy |
5,528
+102
| +2% | +$7.84K | 0.05% | 144 |
|
|
2022
Q4 | $454K | Buy |
5,426
+22
| +0.4% | +$1.78K | 0.05% | 141 |
|
|
2022
Q3 | $393K | Buy |
5,404
+186
| +4% | +$15.8K | 0.05% | 142 |
|
|
2022
Q2 | $404K | Buy |
5,218
+71
| +1% | +$5.41K | 0.05% | 144 |
|
|
2022
Q1 | $436K | Sell |
5,147
-1,151
| -18% | -$92.2K | 0.04% | 155 |
|
|
2021
Q4 | $588K | Sell |
6,298
-1,198
| -16% | -$104K | 0.06% | 137 |
|
|
2021
Q3 | $589K | Buy |
7,496
+1,195
| +19% | +$96.4K | 0.07% | 126 |
|
|
2021
Q2 | $462K | Buy |
6,301
+1,285
| +26% | +$96.4K | 0.05% | 158 |
|
|
2021
Q1 | $379K | Buy |
5,016
+724
| +17% | +$56.5K | 0.04% | 167 |
|
|
2020
Q4 | $331K | Buy |
4,292
+1,060
| +33% | +$79.3K | 0.04% | 161 |
|
|
2020
Q3 | $224K | Buy |
+3,232
| New | +$223K | 0.03% | 160 |
|
|
2020
Q1 | – | Sell |
-10,640
| Closed | -$644K | – | 166 |
|
|
2019
Q4 | $644K | Hold |
10,640
| – | – | 0.08% | 87 |
|
|
2019
Q3 | $620K | Hold |
10,640
| – | – | 0.08% | 77 |
|
|
2019
Q2 | $556K | Hold |
10,640
| – | – | 0.08% | 80 |
|
|
2019
Q1 | $514K | Hold |
10,640
| – | – | 0.07% | 77 |
|
|
2018
Q4 | $462K | Hold |
10,640
| – | – | 0.07% | 76 |
|
|
2018
Q3 | $447K | Hold |
10,640
| – | – | 0.07% | 78 |
|
|
2018
Q2 | $444K | Hold |
10,640
| – | – | 0.07% | 80 |
|
|
2018
Q1 | $434K | Hold |
10,640
| – | – | 0.07% | 79 |
|
|
2017
Q4 | $415K | Sell |
10,640
-76
| -0.7% | -$2.93K | 0.07% | 86 |
|
|
2017
Q3 | $393K | Hold |
10,716
| – | – | 0.08% | 80 |
|
|
2017
Q2 | $375K | Buy |
10,716
+76
| +0.7% | +$2.6K | 0.08% | 76 |
|
|
2017
Q1 | $341K | Hold |
10,640
| – | – | 0.07% | 80 |
|
|
2016
Q4 | $318K | Hold |
10,640
| – | – | 0.07% | 81 |
|
|
2016
Q3 | $325K | Buy |
+10,640
| New | +$335K | 0.07% | 79 |
|
|
2015
Q2 | – | Sell |
-8,000
| Closed | -$208K | – | 151 |
|
|
2015
Q1 | $208K | Buy |
+8,000
| New | +$211K | 0.02% | 166 |
|
Other funds holding NEE
VCM
VPM
SFMG Wealth Advisors's NEE Position: Q1 2026 in Review
SFMG Wealth Advisors increased its NextEra Energy (NEE) stake by 1.8% in Q1 2026, buying an estimated $9.07K and bringing the position to 5,831 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #179.
SFMG Wealth Advisors first reported a position in NEE in Q1 2015 and has held it in 33 quarters since. The position peaked at $644K in Q4 2019. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- SFMG Wealth Advisors held 5,831 shares of NextEra Energy worth $542K as of Q1 2026.
- SFMG Wealth Advisors bought 102 NextEra Energy shares in Q1 2026, an estimated $9.07K.
- NextEra Energy made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #179 holding.
- SFMG Wealth Advisors first reported a position in NextEra Energy in Q1 2015 and has held it in 33 quarters since.
- SFMG Wealth Advisors's NextEra Energy position peaked at $644K in Q4 2019.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.